Original filing (PDF)20260320091921NAL0004899217001

SWAP, INC

Name: SWAP, INC — SWAP INC TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: SWAP, INC

Form 5500-SF

FILING_RECEIVED

SWAP INC TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWAP, INC.

Plan sponsor

Name

SWAP, INC

EIN

05-0370946

Address

439 PINE ST · PROVIDENCE, RI · 029071317

Phone

(401) 272-0526

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-20

Pension benefit codes

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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